Zurich Life Active Asset Allocation
€299.9000
-0.66% today€854.00M
21 Oct 2010
18 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
The Active Asset Allocation Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of global equities, government bonds, property shares, cash and alternative assets. The alternative assets currently may include oil, gold, inflation-linked government bonds, water, soft commodities, industrial metals and corporate bonds. Many of the asset classes in this fund have historically ha d low correlations to movements in equity prices and hence are expected to dampen the volatility of the fund's returns. Zurich Life's award-winning team of fund managers actively manage the allocation between the different asset classes. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor. As the fund is managed from the point of view of a euro investor any currency hedging that may be conducted will be into euros. This fund is manage d by Zurich Life.
Fund chart
3 Year Performance: 38.80%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Apple Inc
Microsoft Corp.
Alphabet Inc formerly Google Inc
Amazon.com Inc
Meta Platforms Inc
UnitedHealth Group Inc
Berkshire Hathaway Inc - Class B
Visa Inc
Johnson & Johnson
Mastercard Inc
Asset Split
- Health Care
- Information Technology
- Energy
- Utilities
- Materials
- Consumer Discretionary
- Consumer Staples
- Financials
- Industrials
- Real Estate
- Telecommunications
Cumulative performance
Returns over multiple time horizons. Quartile rank shows how this fund compares to its peers for each period.
| Period | Return | Quartile rank |
|---|---|---|
1 Day | 0.00% | Top 75% |
1 Week | 0.20% | Top 25% |
1 Month | +2.11% | Top 25% |
QTD | +4.90% | Top 75% |
3 Month | +4.39% | Top 25% |
6 Month | +8.50% | Top 50% |
9 Month | +13.17% | Top 25% |
YTD | +6.80% | Top 25% |
1 Year | +14.82% | Top 25% |
2 Year | +19.86% | Top 50% |
3 Year | +38.71% | Top 25% |
4 Year | +38.52% | Top 25% |
5 Year | +43.36% | Top 25% |
6 Year | +72.06% | Top 25% |
7 Year | +75.59% | Top 25% |
8 Year | +79.58% | Top 25% |
9 Year | +92.61% | Top 25% |
10 Year | +113.45% | Top 25% |
15 Year | +194.89% | Top 25% |
Launch | +199.90% | Top 25% |
Chart view
Risk metrics
Standard deviation measures how much returns fluctuate — higher values mean more volatility. The Sharpe ratio shows return earned per unit of risk; a positive figure means the fund is rewarding investors for the risk taken.
Frequently asked questions
Common questions about Zurich Life Active Asset Allocation.
Over the past year, Zurich Life Active Asset Allocation has returned +14.82%, placing it in the top quartile (top 25%) of funds within its category. Whether this is a "good" fund depends on your personal investment goals, risk tolerance, and time horizon. Always speak with a regulated pension advisor before making changes to your retirement savings.
The Active Asset Allocation Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of global equities, government bonds, property shares, cash and alternative assets. The alternative assets currently may include oil, gold, inflation-linked government bonds, water, soft commodities, industrial metals and corporate bonds. Many of the asset classes in this fund have historically ha d low correlations to movements in equity prices and hence are expected to dampen the volatility of the fund's returns. Zurich Life's award-winning team of fund managers actively manage the allocation between the different asset classes. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor. As the fund is managed from the point of view of a euro investor any currency hedging that may be conducted will be into euros. This fund is manage d by Zurich Life. The fund's largest allocation is to Information Technology at 28.0%.
Your personal appetite for risk should guide fund selection. A regulated pension advisor can help you identify a fund aligned with your risk profile and retirement timeline.
Zurich Life Active Asset Allocation
Managed Balanced (<65% Equity)
€ 854.00 Million